See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,726 | $95,416+180.6% | $185,823+44.1% | $85,850+211.9% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 13.08% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $9,728 | $3,314+193.6% | $5,167+88.3% | $2,565+279.2% |
| Participant deferral / active EE | $5,785 | $3,423+69.0% | $5,568+3.9% | $3,952+46.4% |
| Admin fee / account holder | $3,110 | $7,213-56.9% | $16,237-80.8% | $6,260-50.3% |